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FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
SAN MATEO, California
·
9 registered advisors
·
CRD# 111372
SEC# 801-13802
1
800-822-8464
01
Firm Overview
AUM
$6.3B
Regulatory assets under management
Employees
5
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC.
9 registered advisors
Daniel Thomas O'lear
SAN MATEO, California
CRD# 6175849
Jeffrey Scott Masom
SAN MATEO, California
CRD# 2870966
Patrick John Mccall
SAN MATEO, California
CRD# 2684828
Peter D Jones
SAN MATEO, California
CRD# 5787198
Philip N/a Portera
SAN MATEO, California
CRD# 4832336
Pierre Camille Caramazza
SAN MATEO, California
CRD# 2839190
Robert Murray Geppner
SAN MATEO, California
CRD# 1185590
Robert N/a Lim
SAN MATEO, California
CRD# 3070529
Vijay Chandur Advani
SAN MATEO, California
CRD# 4393041
05
Office Locations
SAN MATEO, California
9 advisors
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Data sourced from SEC Form ADV filings. FRANKLIN TEMPLETON PORTFOLIO ADVISORS, INC. (CRD# 111372) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.